This workflow pulls your actual ad spend data and your client billing records into Metabase so you can see in real time if any client is close to their monthly budget cap. You catch overages before they happen instead of explaining them after. It saves you from awkward client conversations and protects your margins.
Connect QuickBooks Online data to Metabase as a data source
Import your ad platform spend exports into Metabase via CSV or direct connection
Build a dashboard in Metabase showing billed amount vs. actual spend per client
Set a Metabase alert to notify you when spend hits 80% of the client's budget
Share the dashboard link with your account managers
Create a free account to get the steps written out for your tools, click by click.
Create a free accountCatch budget overages earlier and spend less time on manual spend reconciliation.
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Run this in your main platform instead? Check how it connects first: its API, native apps, Zapier or Make, and the plan each one needs.
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